GWM
VQT

Gupta Wealth Management’s iPath S&P VEQTOR ETN VQT Stock Holding History

Gupta Wealth Management’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$68K Hold
488
– – 0.02% 392
2015
Q4 		$67K Hold
488
– – 0.02% 388
2015
Q3 		$65K Hold
488
– – 0.02% 404
2015
Q2 		$70K Hold
488
– – 0.02% 403
2015
Q1 		$73K Buy
+488
New +$74.4K 0.02% 345

Other funds holding VQT

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Gupta Wealth Management's VQT Position: Q1 2016 in Review

Gupta Wealth Management held its iPath S&P VEQTOR ETN (VQT) position steady in Q1 2016 at 488 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #392.

Gupta Wealth Management first reported a position in VQT in Q1 2015 and has held it in 5 quarters since. The position peaked at $73K in Q1 2015. 31 funds tracked by Wall St. Rank hold VQT as of Q1 2016.

  • Gupta Wealth Management held 488 shares of iPath S&P VEQTOR ETN worth $68K as of Q1 2016.
  • Gupta Wealth Management left its iPath S&P VEQTOR ETN share count unchanged in Q1 2016.
  • iPath S&P VEQTOR ETN made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #392 holding.
  • Gupta Wealth Management first reported a position in iPath S&P VEQTOR ETN in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iPath S&P VEQTOR ETN position peaked at $73K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.